AJ
CFP
AJ
CFP

Allison Marie Jehling

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only
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Location

Severna Park, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Invesco Advisers, INC.
August 2010 - Present · 15 yrs 6 mos
Invesco Distributors, INC.Broker
June 2010 - Present · 15 yrs 8 mos
Invesco Distributors, INC.
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Van Kampen Funds INC.Broker
November 2009 - June 2010 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Marie Jehling - Financial Advisor | TrueAdvisor